Building Long-term Wealth for our Clients
We listen and understand your Specific Goals & Priorities then customize a portfolio to help Actualize your Dreams. Private Wealth Managed Accounts give you direct ownership of the individual securities.
See What we can doInvesting with Purpose
This Investment approach revolves around you. We listen and understand your specific goals & priorities then customize a portfolio to help you actualize your dreams.
1. LIFESTYLE PORTFOLIO
- FOOD
- CLOTHING
- SHELTER
2. SECURITY PORTFOLIO
- EDUCATION
- HEALTH
- HOME OWNERSHIP
- INSURANCE PREMIUM
- FAMILY VACATION
- EMERGENCY FUNDS
3. ASPIRATIONAL PORTFOLIO
- PHILANTHROPY
- CHARITIES
- LUXURY ASSETS & ACTIVITIES
- EXOTIC GETAWAYS
- LUXURY CARS
- HOLIDAY HOMES
- PRESTIGIOUS CLUB MEMBERSHIP
- BUCKET LIST
4. LEGACY PORTFOLIO
- ESTATE PLANNING
- MULTIGENERATIONAL WEALTH TRANSFER
MONEY MARKET FUND
(AVAILABLE IN KES AND USD)
Best suited for an individual who seeks to grow their portfolio steadily and gradually.
Benefits
- Interest is earned daily.
- Funds are accessible within 48 hours.
- Higher return than bank deposits.
FIXED INCOME FUND
(AVAILABLE IN KES AND USD)
Best suited for an individual looking to generate stable capital growth over the medium to long-term.
Benefits
- Interest is earned daily.
- Generates stable income.
- Medium to long term capital growth; 1+ years.
BALANCED FUND
(AVAILABLE IN KES AND USD)
Best suited for an individual who seeks diversity in their portfolio for long term capital growth.
Benefits
- Diversified asset classes and geographies.
- Generate capital growth.
- Medium to long term capital growth; 3+ years.
EQUITY FUND
(AVAILABLE IN KES AND USD)
Best suited for an individual who seeks to generate maximum total return by investing in a diversified portfolio of securitites.
Benefits
- Diversification – Seeks to invest at least 70% of the portfolio outside Kenya.
- Seeks to maximize total return.
- Long term capital growth; 5+ years.